JASON DUBINSKY - 15 Nov 2023 Form 4 Insider Report for Morningstar, Inc. (MORN)

Role
Chief Financial Officer
Signature
/s/ Kathleen Peacock, by power of attorney
Issuer symbol
MORN
Transactions as of
15 Nov 2023
Net transactions value
$0
Form type
4
Filing time
17 Nov 2023, 14:29:12 UTC
Previous filing
17 May 2023
Next filing
20 Nov 2023
SEC
View on sec.gov

Derivative Securities (e.g., puts, calls, warrants, options, convertible securities)

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Underlying Class Amount Exercise Price Ownership Footnotes
transaction MORN Market Stock Units Award $0 +1,832 $0.000000 1,832 15 Nov 2023 Common Stock 1,832 Direct F1
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 The market stock units earned will be based in part on the company's cumulative total shareholder return for the three year performance period ending November 14, 2026.